Finance-as-a-Service for growth-stage and middle-market companies, combining CFO advisory and FP&A with managed accounting teams, proprietary technology and an approximately 90-day deployment.
Scalable CFO leadership and FP&A for growing businesses, integrated with accounting operations and controller oversight to deliver timely closes, cash-flow visibility and decision-ready forecasts.
Fractional CFO strategy for businesses under $50 million, pairing CPA-certified tax advice and board-level reporting with KPI forecasting, finance-system integration, investor readiness and scalable team support.
Fractional CFO
Bookkeeping
Tax
3355 Bee Cave Road, Suite 503 Austin, TX 78746 insognacpa.com
Interim CFOs
Interim CFO and outsourced finance support for startups and midsize companies, combining controller services, FP&A, accounting, tax, M&A and specialized Web3 expertise through a global team.
Interim CFO
111 Congress Avenue, Suite 500 Austin, TX 78704 interim-cfos.com
Oak CEO
Hands-on fractional and interim CFO support for owner-led, $2–50 million businesses, combining cash-flow oversight and operational execution with valuation, M&A and exit-planning expertise.
Technology-enabled fractional CFO services for startups and growing businesses, combining tailored roadmaps, forecasts, dashboards and funding support with dedicated human bookkeeping teams and flexible pricing.
Part-time CFO guidance for $1–10 million businesses, integrated with bookkeeping and back-office operations to improve cash forecasting, margins, pricing, hiring and major investment decisions.
Part-time CFO support from a San Antonio CPA firm, pairing financial oversight and cash-flow planning with forensic accounting, financing, valuation, succession, controls, payroll and tax.
Cloud-based fractional CFO support for growth-oriented businesses, delivering tailored roadmaps, cash-flow forecasts, fundraising guidance and executive decision support alongside integrated bookkeeping and controller teams.
Individual fractional CFO support paired with executive and acquisition coaching, helping business leaders strengthen finance systems, controls, governance, long-term strategy and potential exit pathways.
Embedded fractional CFO leadership for $10–100 million companies from full-time employees averaging 25 years’ experience, backed by 30 years, 6,000-plus engagements and transaction, accounting and HR services.